Who owns FLCV?
Federated Hermes MDT Large Cap Value ETF · Federated
20 institutions reported holding FLCV, worth $64.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FLCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Stamford, CT | $17.4M | 484,579 | +15,608 shares |
| Financial Concepts Unlimited, Inc. | Centreville, ME | $11.0M | 307,724 | −3,139 shares |
| Eastern Bank | Boston, MA | $10.9M | 305,324 | +211,956 shares |
| LPL Financial LLC | Fort Mill, SC | $9.4M | 263,376 | +133,559 shares |
| DAVENPORT & Co LLC | Richmond, VA | $4.7M | 131,871 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.8M | 51,129 | +787 shares |
| Allegheny Financial Group | Pittsburgh, PA | $1.7M | 47,985 | +2,605 shares |
| Kingswood Wealth Advisors, LLC | San Diego, CA | $1.2M | 33,765 | +390 shares |
| Prosperity Financial Group, Inc. | San Ramon, CA | $1.2M | 32,089 | +467 shares |
| Comprehensive Financial Planning, Inc. | East Petersburg, PA | $1.1M | 31,023 | +13,959 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FLCV?
20 institutional managers reported holding FLCV in Form 13F filings for June 30, 2026, worth $64.0M in total. The largest reported position was held by Steward Partners Investment Advisory, LLC, at $17.4M.
Did institutions buy or sell FLCV last quarter?
Reported 13F value rose 48.4% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FLCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.